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Kerr Financial Planning’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Kerr Financial Planning’s Portfolio GPIX Stock Details GPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2K Hold
400
– – 0.02% 271
2026
Q1 		$21.4K Hold
400
– – 0.02% 271
2025
Q4 		$20.8K Hold
400
– – 0.03% 273
2025
Q3 		$20.9K Buy
+400
New +$20.3K 0.03% 264

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Kerr Financial Planning's GPIX Position: Q2 2026 in Review

Kerr Financial Planning held its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) position steady in Q2 2026 at 400 shares worth $22.2K. The position accounts for 0.02% of the portfolio, ranked #271.

Kerr Financial Planning first reported a position in GPIX in Q3 2025 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Kerr Financial Planning held 400 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $22.2K as of Q2 2026.
  • Kerr Financial Planning left its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF share count unchanged in Q2 2026.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #271 holding.
  • Kerr Financial Planning first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.